Goodman Masson are partnering with a leading global private markets investment firm to recruit a Finance Analyst into their Portfolio Monitoring team. This is an excellent opportunity for a qualified accountant to gain broad exposure across private equity and private credit within a highly commercial finance function that partners closely with investment and investor-facing teams.
The firm is known for its strong track record of developing finance talent. Many team members progress internally as their responsibilities grow, and individuals are encouraged to take ownership, contribute ideas, and develop a broad commercial understanding of the investment lifecycle. The role offers exposure across investment monitoring, valuations, investor reporting and business partnering, providing a solid foundation for someone looking to build a long-term career within private markets in a collaborative and meritocratic environment.
The successful candidate will work in a high-profile, fast-paced team where proactive thinking, interpersonal skills, and the ability to influence are key to success.
Responsibilities will include:
- Monitoring and reviewing investment valuations through detailed analysis of underlying manager reporting and financial information;
- Preparing materials for internal valuation and performance review processes;
- Supporting investment monitoring activities including analysis of portfolio performance and fund exposure;
- Partnering with investment, fundraising and investor relations teams to support performance analysis and investor reporting;
- Tracking new transactions and working with internal stakeholders to ensure operational readiness and reporting accuracy;
- Supporting quarterly reporting processes including performance packs for senior stakeholders;
- Working with internal and external service providers to support fund operations and governance processes;
- Contributing to process improvements, automation initiatives and data enhancement projects;
- Supporting cross-functional projects across finance, operations and technology teams.
Key requirements:
- Recently qualified accountant (ACA / ACCA / CIMA) – 0 – 2 / 3 years PQE;
- Trained in practice (Audit, Transaction Services, M&A, Corporate Finance, etc.) and/or in industry (Fund Accounting, an Investment Banking graduate rotation, etc), within Private Equity, Private Credit, Investment Management, or wider Financial Services;
- Strong analytical skills with excellent attention to detail;
- Advanced Excel skills and confidence working with financial data;
- Strong communication skills with the ability to build relationships with stakeholders;
- Proactive mindset with the confidence to take ownership and suggest improvements;
- Strong academic background (2:1 or equivalent preferred).
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